Google Sheets + Moxie
Create new Google Sheets rows for every new opportunity created in Moxie
Easily manage newly created opportunities from Moxie by instantly adding them to your Google Sheets spreadsheet. With this workflow, every time a new opportunity is created in Moxie, a row will be added in Google Sheets, keeping your records updated and seamless. Simplify your tracking system and focus on the opportunities that help grow your business.
Easily manage newly created opportunities from Moxie by instantly adding them to your Google Sheets spreadsheet. With this workflow, every time a new opportunity is created in Moxie, a row will be added in Google Sheets, keeping your records updated and seamless. Simplify your tracking system and focus on the opportunities that help grow your business.
- When this happens...Opportunity Created
Triggered with a pipeline opportunity is created
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Client Created
Triggers when a new client is created in Hectic.
Try ItClient Updated
Triggers when a client record is updated in Hectic.
Try ItDeliverable Deleted
Triggered when a Deliverable / Project Task is deleted
Try ItDeliverable Approval
Triggers when a new Deliverable is ready for client approval.
Try It
